The Edit Layout Functionality Part I – Editing Layouts

On this first part of the Trilogy I’ll try to explain how to use and what can be done with the Edit Page Layout Functionality.

First thing to notice is that this is a functionality that is exclusive to Key Users. You need a minimum access to the system in order to use it.

Second thing to notice is that you will have two options: Edit Master Layout or Edit Page Layout. The first one will be applied to all users and the second one will be applied to a specific group of users (this will be explained in Part II).

To reach it you go to Adapt > Edit Master Layout (or Page Layout) and then you will enter de “Adaptation Mode”. Once you here, everything may look a little different, but that is part of the plan!

So, you have entered the Adaptation Mode and what now? In order to access the functionality, you need to hover your mouse over a Field, Tab, etc.

In the below image, you can see an example of the option you will have when editing a field.

1 – Personalize: This option can change from field to field but at its maximum, it contains three checkboxes: